Practical guidance, real results
We’ve designed our services to meet you where you are, whether that’s migrating to Salesforce for the first time, improving an existing setup or getting ongoing support from a team that genuinely understands your world.
How we help
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Salesforce implementation
We provide a full end-to-end service to migrate your existing system over to Salesforce, including design, implementation and data migration
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Project management
We’ll project manage your migration, share knowledge and insights into the best solutions and tools. We’ll help translate Salesforce language into your language.
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Ongoing support and maintenance
We support you and your system after go-live, improve functionality, perform system health checks, provide maintenance and assist with new releases.
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One-off projects
Undertake specific improvements or build out new Salesforce functionality. We can help increase user adoption and improve system processes.
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Training and upskilling
We offer bespoke training for specific knowledge gaps within your team. We can train you on user and system administrator duties specifically for nonprofits.
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Bridgit - data automation
Our native Salesforce solution that automates the movement of third-party data directly to where you need it. Turning weeks of spreadsheet wrangling into minutes.
Case Studies
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The Alfred Foundation
Collaboration in partnerships.
How we helped The Alfred Foundation build stronger donor relationships more efficiently - a demonstration of the harmonious partnership between The Alfred Foundation, Clara Partners and Ortto.
Resulting in a huge uplift in open and click through rates on their email communications.
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Climate Council
A story of trust and transformation.
The Climate Council faced a legacy of problematic data. A previous Salesforce migration left their regular giving program in disarray, with missed payments and inaccurate records.
Our solution was to get them onto a more reliable payment processor and clean up 5 years worth of data.
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Uniting Vic.Tas
Helping find stability after a difficult CRM journey.
Uniting Vic.Tas invested a lot of time platforming, but processes were broken and data was still unreliable.
How we helped them move from system exhaustion to empowerment - a demonstration of how stabilizing data and simplifying complex processes can restore trust in technology.
Articles
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Stop wrangling data - meet Bridgit
Are you tired of the “weekly spreadsheet shuffle”? Many nonprofits face a universal headache: receiving regular giving data from telemarketing or face-to-face agencies that just doesn’t talk to their CRM or payment platform. Manually cleaning, mapping and uploading these files can take days, or even weeks, leaving your data stale and your team exhausted.
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Is Salesforce right for you?
Choosing the right CRM is a major decision for any organisation, but for nonprofits, the stakes are even higher. Every dollar and hour saved has a direct impact on your charity work. Salesforce is a global leader in this space, not just because it’s powerful, but because it is designed specifically to help nonprofits thrive.
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Managed service that feel like a partnership
If you’ve ever felt like your Salesforce consultant treats your organisation like a ticket number rather than a partner, you’re not alone. At Clara Partners, we’ve intentionally built our managed services to be delivered differently. We don’t just drop in, fix a bug and disappear. We embed ourselves in your team.
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Are you ready for Agentforce Nonprofit?
Moving to Agentforce Nonprofit is a major milestone for any nonprofit organisation.
However, when and how to roll out this transition takes careful consideration and a solid foundation.
Play our readiness bingo to find out if you are ready.
LET’S GET STARTED